|
⚲
|
| Tower Bridge Advisors Inc
✚
| |
|---|---|
| CRD # | 115700 |
| SEC # | 801-60640 |
| CIK # | 0001278249 |
| AUM | $1.9 BB (2024-03-15) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 610-260-2200 |
| Address | 300 Barr Harbor Drive West Conshohocken, PA 19428-2075 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001278249 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.1 | |
| Apple Inc | 2,382.8 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Oracle Corp | 182.8 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| Accenture PLC | 179.5 | 0.0 | |
| McDonalds Corp | 179.6 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Jacobs Engineering Group Inc /DE/ | 16.0 | 0.0 | |
| Quintiles Transnational Holdings Inc | 40.2 | 0.0 | |
| PepsiCo Inc | 226.8 | 0.0 | |
| Johnson & Johnson | 465.6 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Thermo Fisher Scientific Inc | 209.7 | 0.0 | |
| Becton Dickinson & Co | 69.7 | 0.0 | |
| Aon Corp | 56.4 | 0.0 | |
| Procter & Gamble Co | 338.1 | 0.0 | |
| Danaher Corp /DE/ | 183.1 | 0.0 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
| Exxon Mobil Corp | 385.5 | 0.0 | |
| Lowes Companies Inc | 111.7 | 0.0 | |
| Coca Cola Co | 270.0 | 0.0 | |
| United Technologies Corp /DE/ | 139.5 | 0.0 | |
| Eaton Corp Ltd | 51.6 | 0.0 | |
| Lennar Corp /New/ | 20.6 | 0.0 | |
| Adobe Systems Inc | 172.8 | 0.0 | |
| Toll Brothers Inc | 5.1 | 0.0 | |
| Schwab Charles Corp | 121.7 | 0.0 | |
| Chevron Corp | 294.6 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 500 | 239.3 |
| (b) Individuals (high net worth individuals) | 560 | 1,480.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 19.9 |
| (h) Charitable organizations | 12 | 35.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 80.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,112 | 1,855.9 |
| By Discretionary | ||
| Discretionary | 1,070 | 1,765.0 |
| Non-Discretionary | 42 | 90.8 |
| Total | 1,112 | 1,855.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,855.9 | |
| Total | 1,112 | 1,855.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001278249] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CFO4Life Group LLC
✚
|
TX | 1.9 |
|
American Century Investments Private Client Group Inc
✚
|
MO | 1.9 |
|
Hilltop Securities Inc
✚
|
TX | 1.9 |
|
Aprio Wealth Management LLC
✚
|
GA | 1.8 |
|
Main Street Research LLC
✚
|
CA | 1.8 |
|
Natural Investments Pbllc
✚
|
CA | 1.8 |
|
Stack Financial Management Inc
✚
|
MT | 1.8 |
|
The Forum Finance Group Sa
✚
|
1.8 | |
|
Oneascent Financial Services LLC
✚
|
AL | 1.8 |
|
Vestor Capital LLC
✚
|
IL | 1.8 |